See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $73,933-100.0% | $96,683-100.0% | $75,163-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 13.64% | 26.70%-13.1pp | 35.69%-22.1pp | 160.62%-147.0pp |
| Employer contribution / active EE | $2,163 | $2,928-26.1% | $3,737-42.1% | $2,670-19.0% |
| Participant deferral / active EE | $8,741 | $3,659+138.9% | $4,878+79.2% | $4,125+111.9% |
| Admin fee / account holder | $0 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |